OnePageCRM + Proposify

Create new Proposify clients from fresh OnePageCRM contacts

Streamline your client management process with this powerful workflow. When a new contact is added in OnePageCRM, a client profile is immediately created in Proposify. This eliminates manual data entry and ensures all relevant information is instantly available. Increase productivity and keep your client details consistent across platforms with this efficient automation.

When this happens...
New Contact
Triggers when a contact is created.
TriggerPolling
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- Contact ID
Trigger
Polling
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Polling
Try It

- Contact IDRequired
- TextRequired
- Type
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write

- Contact IDRequired
- TextRequired
Action
Write
- Deal IDRequired
- Name
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search phrase
- Deal ID
Action
Search
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It
- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Polling
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact IDRequired
- Comment
Action
Write
- Contact IDRequired
- Result
- Text
- Phone Number
- Via
- Notify users
Action
Write
- Contact IDRequired
- NameRequired
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
Action
Search
- Search phrase
- Access
- User ID
Action
Search
- Search phrase
- Deal ID
- Contact IDRequired
- NameRequired
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Try It
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write

About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Learn more

Related categories

Proposal & Invoice Management

Related Zap Templates

Create new OnePageCRM contacts from newly created clients in Proposify

"update deals in OnePageCRM when new proposals are sent in Proposify"

Create deals in OnePageCRM for new proposals in Proposify

OnePageCRM + Proposify

Create new Proposify clients from fresh OnePageCRM contacts

Closed Sales Cycle

New Next Action

New Contact

New Note

Updated Deal

Create Next Action

Create Contact

Create Note

Update Deal

Find Deal

Find or Create a Contact

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Completed Next Action

New Call

New Deal

Updated Contact

Close Sales Cycle

Create Call

Create Deal

Update Contact

Find Contact

Find User

Find or Create a Deal

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

About OnePageCRM

Related categories

Similar apps

Capsule CRM

Streak

Zapier Interfaces

About Proposify

Related categories

Related Zap Templates

Related Zap Templates